Assets Under Management
$59.8M
Number of Clients
382
Number of Advisors
8
Average Client AUM
$157K
AUM per Advisor
$7.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Allos Investment Advisors provides custom investment management on a discretionary basis, primarily using ETFs and mutual funds. They also offer financial planning services, including goal identification, budgeting, retirement income planning, and education planning. Searcy Financial Services, Inc. provides day-to-day investment management and operational support to Allos.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25K | 1.90% |
| $25K - $100K | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1000K | 1.05% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Investment Management Fees may be reduced or waived for directors, officers, and employees of Allos at the sole discretion of the Advisor. Investment Management Fees may be negotiated by Allos at its sole discretion.
12980 Foster Street, Suite 160, Overland Park, KS, 66213